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1. Non-Compete: Restricts the referrer from making referrals to competitors - include when exclusivity is required

2. Training and Support: Details any training or support provided to the referrer - include when the referrer needs specific knowledge or tools

3. Marketing Guidelines: Specifies how the referrer may market or promote the consultant's services - include when active marketing is permitted

4. Quality Assurance: Sets standards for referral quality and monitoring - include for high-value or regulated services

5. Data Protection: Detailed provisions for handling personal data - include when significant personal data is involved

6. Insurance Requirements: Specifies required insurance coverage - include for high-risk or regulated industries

7. Service Level Agreement: Defines performance metrics and standards - include for formal referral programs

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fee calculations, tiers, and payment terms

2. Schedule 2 - Referral Process Flow: Step-by-step process flow and documentation requirements for referrals

3. Schedule 3 - Services Description: Detailed description of services eligible for referral

4. Schedule 4 - Compliance Checklist: List of compliance requirements and documentation needed for each referral

5. Appendix A - Referral Form Template: Standard form for submitting referrals

6. Appendix B - Commission Report Template: Template for tracking and reporting referral commissions